Washington Trust’s Community Bank CBU Stock Holding History

Washington Trust’s Portfolio CBU Stock Details CBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-350	Closed	-$26K	–	943
2021 Q4	$26K	Hold	350	–	–	﹤0.01%	534
2021 Q3	$24K	Hold	350	–	–	﹤0.01%	649
2021 Q2	$26K	Hold	350	–	–	﹤0.01%	644
2021 Q1	$27K	Hold	350	–	–	﹤0.01%	624
2020 Q4	$22K	Sell	350 -50	-13%	-$3.07K	﹤0.01%	642
2020 Q3	$22K	Hold	400	–	–	﹤0.01%	603
2020 Q2	$22K	Hold	400	–	–	﹤0.01%	539
2020 Q1	$24K	Buy	+400	New	+$25.9K	﹤0.01%	514
2018 Q3	–	Sell	-1,098	Closed	-$65K	–	327
2018 Q2	$65K	Buy	+1,098	New	+$64.1K	﹤0.01%	369

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Washington Trust's CBU Position: Q1 2022 in Review

Washington Trust sold out of Community Bank (CBU) in Q1 2022, closing a stake of 350 shares — an estimated $26K sold.

Washington Trust first reported a position in CBU in Q2 2018 and held it in 9 quarters. The position peaked at $65K in Q2 2018. 245 funds tracked by Wall St. Rank hold CBU as of Q1 2022.

Washington Trust reported no remaining Community Bank position as of Q1 2022 after selling out during the quarter.
Washington Trust sold 350 Community Bank shares in Q1 2022, an estimated $26K.
Washington Trust first reported a position in Community Bank in Q2 2018 and held it in 9 quarters.
Washington Trust's Community Bank position peaked at $65K in Q2 2018.
245 funds tracked by Wall St. Rank held Community Bank as of Q1 2022.

Based on Washington Trust's 13F filing for Q1 2022, filed 5 May 2022.